Wealth Sales Support Officer

Some careers shine brighter than others.

If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.

We are currently seeking an experienced professional to join our team in the role of Wealth Sales Support Officer.

Role Purpose 

The role is a client-facing role managing our highest value clients where professionalism, client focus and a broad understanding of the fundamentals of customer service are critical to the success of the business.

The role holder’s primary responsibility is to assist Wealth Sales Team in sustaining and maintaining profitable client relationships. The Sales Support Officer – Wealth Hub will be assigned to a specific Wealth Hub. They will be assisting in achieving the WRM’s primary targets assigned based on Wealth’s key strategic imperatives (i.e. expand the Premier client base, increase total Funds Under Management, produce asset sales, and generate a target level of revenue) through but not limited to delivering a superior level of customer service and personal attention

In delivering the business objectives the role holder must also:

• maintain the levels of operational integrity required by the Group
• closely manage individual performance

• contribute to and maintain an environment where the wider Wealth team is able to maximize performance in order to achieve the WPB and INPH business objectives whilst providing the highest quality service

The role holder is accountable for the performance of his/her portfolio. In addition, the role holder needs to ensure it is effectively run according to the Target Operating Model (TOM) as defined by HSBC Group.

Principal Accountabilities

Contribute to the achievement of Premier, Wealth and Assets sales and service goals and bottom line

• Able to proactively explain products and risk assessment in assisting client purchase of WMT products
• Assists in acquiring new clients by generating leads from existing clients referrals or CRMS leads
• Cross-sell various financial products to improve targeted penetration rates and reach Wealth targets
• Minimise attrition in the Wealth hub portfolio through excellent account handling
• Proactively assisting the team in generating MI report in order to help do hub tactical strategies
• Taking a lead in doing data clean up and other task as deemed necessary to help achieve hub over all targets.
• Contribute to the successful implementation of the Premier, Wealth Management and Assets Strategy
• By attending the various sales, product, and technical skills training provided, passing the requisite accreditation exams, and displaying the minimum required skills/competencies for the role
• By proactively keeping up with relevant business events that facilitate understanding of financial markets

Ensure consistent excellent, personalised service is delivered to Wealth clients, assist in completion of documentation and other requirements and contribute to the continuous improvement of the HIIB’s processes and standards

• By proactively contacting clients in the portfolio to ensure that they are satisfied with the products and services provided, as well as to establish meaningful long-term relationships
• Ensure service delivered adheres to Group Service Level Standards (e.g. customer waiting time, phone handling efficiency, response to customer complaints, etc.)
• Provide excellent account handling service and administrative support
• Able to handle difficult client situations, raising issues to upper management as appropriate, and recommending ways to resolve them
• By ensuring that client transactions and interactions meets all compliance/audit, sales quality and CARE standards (i.e. preparation of wealth documents, follow up necessary documents, handover to Bank and v.v.)
• Proactively assisting in organising Wealth hub events

Qualifications

• Bachelor's degree or equivalent experience.
• Evidence of strong customer service experience
• Strong communication skills
• Strong organizational skills
• Ability to quickly learn and understand business banking client segment and products and services.
• Able to communicate well in English and local languages.
• Attain any internal accreditation as required locally

Due to the urgent hiring need, candidates with immediate right to work locally and no relocation need will be prioritised.

You’ll achieve more when you join HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by Hong Kong and Shanghai Banking Corporation Limited Philippines